RL148 — Fundamental vs Technical Trading, Taxation of Bonds, Market Outlook

It’s “Bring Your Own Topic Day” on the Retirement Lifestyle Show. In this episode, Roshan Loungani, Eric Olson, and Adrian Nicholson discuss topics they feel would benefit the audience’s investment decisions. They talk about Fundamental vs Technical analysis of stocks, the high-yield spread, and what to consider when buying US Treasury Bonds. [00:00] Introduction [01:53] How to Find What Stocks to Buy and When to Buy [03:21] Fundamental vs Technical Analysis of Stocks [05:40] Understanding Moat Investing [08:44] Fundamental Analysis Advantages and Disadvantages [11:19] Technical Analysis of Stocks [14:46] Pros and Cons of Technical Analysis [18:12] The High Yield Spread [20:52] Recovery: The Small-Cap Value Come Back [24:13] Why Retail Investors Pay Attention to Stocks and not Bonds [28:18] Profitable Investing is Not About Being Right All the Time [30:09] Opportunities in the Small-Cap Space [32:08] Things to Consider When Buying US Treasury Bonds [37:13] What are Tax-Exempt Bonds [39:28] Breaking Down the November Inflation Report [42:58] Thoughts on the Fed, Inflation, and Markets [47:30] What Happens When the Fed Pivots [49:20] Don’t Fight the Fed [51:02] Parting Thoughts Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905. Follow Us At: Website: https://retirementlifestyleshow.com/ https://www.retirewithroshan.com https://youtu.be/hKVzI87v0tA https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #retirement #investing All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.